EdgeMarket › What Crosslink Capital Inc reported owning

What Crosslink Capital Inc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.0B

Positions

21

Quarter

2026-03-31

Shown below

21
largest by value
holdingvalue% of booksharesprice1y
CHYM
Chime Financial, Inc.
490.5M48.0%26.2M32.78+23.4%
LRCX
LAM RESEARCH CORP
104.5M10.2%489.0K314.00+216.7%
GOOGL
Alphabet Inc.
60.2M5.9%209.4K344.82+73.0%
MU
MICRON TECHNOLOGY INC
56.6M5.5%167.5K966.78+724.8%
NU
Nu Holdings Ltd.
44.3M4.3%3.1M14.58+7.0%
DDOG
Datadog, Inc.
25.9M2.5%219.3K235.62+83.4%
CRM
Salesforce, Inc.
25.4M2.5%136.0K209.17-15.1%
DASH
DoorDash, Inc.
25.4M2.5%169.0K223.49-8.3%
NTNX
Nutanix, Inc.
25.3M2.5%664.9K67.64-2.9%
MELI
MERCADOLIBRE INC
23.9M2.3%13.8K1,922.73-17.7%
NVDA
NVIDIA CORP
22.0M2.2%126.1K214.72+22.4%
IIIV
i3 Verticals, Inc.
21.6M2.1%966.0K16.68-45.8%
WEAV
Weave Communications, Inc.
19.6M1.9%4.2M7.29-4.7%
PANW
Palo Alto Networks Inc
15.7M1.5%97.7K357.87+94.0%
VEEV
VEEVA SYSTEMS INC
14.4M1.4%81.9K247.90-12.7%
APPF
APPFOLIO INC
11.3M1.1%71.5K224.40-16.1%
FIG
Figma, Inc.
10.9M1.1%517.4K27.10-63.4%
CRWD
CrowdStrike Holdings, Inc.
8.9M0.9%22.7K191.95+83.2%
P
Everpure, Inc.
7.8M0.8%132.2K108.55+95.5%
NOW
ServiceNow, Inc.
7.1M0.7%67.7K128.48-27.8%
NTSK
Netskope Inc
637.3K0.1%75.1K14.51

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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